IBDR icon

iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

315 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 182 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+17
Holders Change %
+5.7%
% of All Funds
4.57%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
38
Increased
182
Reduced
48
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$117M
2
JAG
2
Journey Advisory Group
Kentucky
$13.7M
3
HPC
3
HM Payson & Co
Maine
$25.8M
4
Bank of America
4
Bank of America
North Carolina
$177M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$48.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.2M
2
UBS Group
2
UBS Group
Switzerland
$0
3
SRC
3
Shufro Rose & Co
New York
$32M
4
KA
4
Klingman & Associates
New York
$23.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
176
Cherry Tree Wealth Management
Minnesota
$935K +$49.8K +2,090 +6%
RFC
177
Regions Financial Corp
Alabama
$924K +$152K +6,358 +20%
BSAM
178
Blue Square Asset Management
New York
$899K -$911K -38,108 Closed
MGIA
179
Matthew Goff Investment Advisor
Texas
$894K +$76.6K +3,210 +9%
CFS
180
Cannon Financial Strategists
Georgia
$892K +$41.5K +1,738 +5%
Comerica Bank
181
Comerica Bank
Texas
$892K +$129K +5,395 +17%
VA
182
Valmark Advisers
Ohio
$873K -$272K – –
MIH
183
Meitav Investment House
Israel
$869K -$70.3K -2,953 -7%
MFG
184
Mendota Financial Group
Wisconsin
$863K +$304K +12,749 +54%
ECM
185
Exchange Capital Management
Michigan
$856K +$203K +8,521 +31%
TF
186
TLWM Financial
Texas
$851K -$8.21K -344 -1%
KPWS
187
Kestra Private Wealth Services
Texas
$851K +$233K +9,754 +38%
TCCM
188
Timber Creek Capital Management
Massachusetts
$837K +$24.6K +1,030 +3%
SPC
189
Sigma Planning Corp
Michigan
$833K +$833K +34,939 New
GAM
190
Gould Asset Management
California
$814K +$202K +8,470 +33%
CPRC
191
Consolidated Portfolio Review Corp
New York
$795K +$39K +1,635 +5%
PI
192
PFG Investments
New York
$795K +$795K +33,320 New
SWP
193
Summit Wealth Partners
Florida
$779K – – –
CSIA
194
Conrad Siegel Investment Advisors
Pennsylvania
$772K +$772K +32,360 New
NC
195
NovaPoint Capital
Georgia
$759K -$96.7K -4,056 -11%
FIB
196
First Interstate Bank
Montana
$735K +$2.98K +125 +0.4%
HIA
197
Harbor Investment Advisory
Maryland
$728K +$231K +9,672 +46%
MMA
198
Miracle Mile Advisors
California
$707K -$66.8K -2,800 -9%
RSWA
199
Robinson Smith Wealth Advisors
Maine
$695K -$2.36K -99 -0.3%
SWM
200
Stockman Wealth Management
Montana
$690K -$58.8K -2,465 -8%
6 7
8
9 10